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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $233,160 | $154,228+51.2% | $145,433+60.3% | $137,256+69.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 260.02% | 74.59%+185.4pp | 66.58%+193.4pp | 220.34%+39.7pp |
| Employer contribution / active EE | $18,139 | $4,804+277.6% | $4,554+298.3% | $4,156+336.4% |
| Participant deferral / active EE | $8,527 | $8,216+3.8% | $7,897+8.0% | $6,407+33.1% |
| Admin fee / account holder | $1,714 | $14,344-88.1% | $13,129-86.9% | $12,270-86.0% |